Nice write up. I agree. The model has potential to simultaneously drive down CAC while materially increasing TLV and basket size.
Lots of companies already doubling down on loyalty rewards programs to increase stickiness. It's a natural evolution over to social tokens. It's a matter of when, not if.
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| @menajem - Nov 07, 2022 thank you! Oh wow, I did not even factor in the loyalty reward programs. Gives social tokens even more validation : 2 : 1
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